Client Description
Top Ten Global Asset Manager
Our client is one of the largest active asset managers in the world, with investments in equities, multi-asset, fixed income, liquidity, sovereign wealth funds, real estate, and private markets. They were looking to develop a market entry strategy for their lucrative B2B WealthTech offering in Asia
Problem Statement
To expand its technology offerings in the region, the client wished to understand key opportunities and develop a bespoke market entry strategy.
Project Approach
Industry Review
We evaluated high potential industries which would be interested in delivering wealth management to their end clients.
Competitive Benchmarking
We assessed our client’s WealthTech solution against leading players in the region to identify capabilities and gaps.
Client Targeting Strategy
We developed a list of priority clients with key offerings to be provided, recommended pricing, and outreach.
Key Achievements
Opportunity Identification
Identification of critical markets, clients, and partnerships necessary for success.
Tailored Offerings
Development of key areas of improvement in terms of core capabilities to suit regional & local clientele.
Branding Proposition
Establishment of key channels of outreach, with insight into key pitfalls and necessary mitigations.